Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,114 | $54,380+3.2% | $68,509-18.1% | $59,633-5.9% |
| Participation rate | 27.9% | 70.2%-42.3pp | 74.7%-46.8pp | 68.7%-40.8pp |
| Annual return | -2.40% | 2.83%-5.2pp | 8.27%-10.7pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $889 | $1,539-42.2% | $2,278-61.0% | $2,203-59.7% |
| Participant deferral / active EE | $1,430 | $2,643-45.9% | $3,382-57.7% | $3,192-55.2% |
| Admin fee / account holder | $2,558 | $3,885-34.2% | $5,275-51.5% | $4,297-40.5% |